Brett R. Langer, CFP

President of The Summit Financial Strategies, Inc.

Phone: 503-466-1989
Fax: 503-466-2128
E-mail:

 

Brett uses his experience from 20 years in managing a small business and degrees in economics and psychology to work with people to become better investors.  And he has over 25 years of investment experience.  Brett has enjoyed creating The Summit Financial Strategies, Inc. with his father back in 2002.  What Brett has enjoyed the most, other than working with his father, is developing great relationships with clients.  Brett serves as the Principal and Branch Manager of The Summit Financial Strategies, Inc.

Brett holds a Series 7 and Series 51 securities license, Investment Advisor Representative, Series 66 Investment Advisor Representative registration, the Series 24 Securities Principal registration. Also, he has his Life & Disability insurance licenses as well as his Long Term Care Certification.  In 2011 he earned the designation of Certified Financial Planner ™ Professional. 

Brett’s Investment Philosophy:

Understand each investor and their specific needs currently and into the future

Come up with Investment Strategies that each individual investor can understand and have confidence in

Be willing to understand changes that happen in this global economy and make adjustments to portfolios as the world continues to evolve.

Tailor portfolios to coincide with each individual investor’s own philosophies, objectives, risk tolerance and time horizon.

Personal note on Brett:

When not at the office or studying the market, Brett enjoys life with his wife Kim, married in 1992, son Parker born in 1995, son Harrison born in 1998, and daughter Brezlyn born in 2002.  Kim stays very active volunteering her time in the kids’ schools.  Brett lives a very simple life.  When not at the office you would probably find him on the golf course or helping coach one of the kids’ basketball teams.

The Summit Financial Strategies Inc. will focus on your investment situation; structure your retirement plans and investment strategies.  We will review and monitor your investments to improve and achieve your financial goals.